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+===============
+ PoseidonStore
+===============
+
+Key concepts and goals
+======================
+
+* As one of the pluggable backend stores for Crimson, PoseidonStore targets only
+ high-end NVMe SSDs (not concerned with ZNS devices).
+* Designed entirely for low CPU consumption
+
+ - Hybrid update strategies for different data types (in-place, out-of-place) to
+ minimize CPU consumption by reducing host-side GC.
+ - Remove a black-box component like RocksDB and a file abstraction layer in BlueStore
+ to avoid unnecessary overheads (e.g., data copy and serialization/deserialization)
+ - Utilize NVMe feature (atomic large write command, Atomic Write Unit Normal).
+ Make use of io_uring, new kernel asynchronous I/O interface, to selectively use the interrupt
+ driven mode for CPU efficiency (or polled mode for low latency).
+* Sharded data/processing model
+
+Background
+----------
+
+Both in-place and out-of-place update strategies have their pros and cons.
+
+* Log-structured store
+
+ Log-structured based storage system is a typical example that adopts an update-out-of-place approach.
+ It never modifies the written data. Writes always go to the end of the log. It enables I/O sequentializing.
+
+ * Pros
+
+ - Without a doubt, one sequential write is enough to store the data
+ - It naturally supports transaction (this is no overwrite, so the store can rollback
+ previous stable state)
+ - Flash friendly (it mitigates GC burden on SSDs)
+ * Cons
+
+ - There is host-side GC that induces overheads
+
+ - I/O amplification (host-side)
+ - More host-CPU consumption
+
+ - Slow metadata lookup
+ - Space overhead (live and unused data co-exist)
+
+* In-place update store
+
+ The update-in-place strategy has been used widely for conventional file systems such as ext4 and xfs.
+ Once a block has been placed in a given disk location, it doesn't move.
+ Thus, writes go to the corresponding location in the disk.
+
+ * Pros
+
+ - Less host-CPU consumption (No host-side GC is required)
+ - Fast lookup
+ - No additional space for log-structured, but there is internal fragmentation
+ * Cons
+
+ - More writes occur to record the data (metadata and data section are separated)
+ - It cannot support transaction. Some form of WAL required to ensure update atomicity
+ in the general case
+ - Flash unfriendly (Give more burdens on SSDs due to device-level GC)
+
+Motivation and Key idea
+-----------------------
+
+In modern distributed storage systems, a server node can be equipped with multiple
+NVMe storage devices. In fact, ten or more NVMe SSDs could be attached on a server.
+As a result, it is hard to achieve NVMe SSD's full performance due to the limited CPU resources
+available in a server node. In such environments, CPU tends to become a performance bottleneck.
+Thus, now we should focus on minimizing host-CPU consumption, which is the same as the Crimson's objective.
+
+Towards an object store highly optimized for CPU consumption, three design choices have been made.
+
+* **PoseidonStore does not have a black-box component like RocksDB in BlueStore.**
+
+ Thus, it can avoid unnecessary data copy and serialization/deserialization overheads.
+ Moreover, we can remove an unnecessary file abstraction layer, which was required to run RocksDB.
+ Object data and metadata is now directly mapped to the disk blocks.
+ Eliminating all these overheads will reduce CPU consumption (e.g., pre-allocation, NVME atomic feature).
+
+* **PoseidonStore uses hybrid update strategies for different data size, similar to BlueStore.**
+
+ As we discussed, both in-place and out-of-place update strategies have their pros and cons.
+ Since CPU is only bottlenecked under small I/O workloads, we chose update-in-place for small I/Os to minimize CPU consumption
+ while choosing update-out-of-place for large I/O to avoid double write. Double write for small data may be better than host-GC overhead
+ in terms of CPU consumption in the long run. Although it leaves GC entirely up to SSDs,
+
+* **PoseidonStore makes use of io_uring, new kernel asynchronous I/O interface to exploit interrupt-driven I/O.**
+
+ User-space driven I/O solutions like SPDK provide high I/O performance by avoiding syscalls and enabling zero-copy
+ access from the application. However, it does not support interrupt-driven I/O, which is only possible with kernel-space driven I/O.
+ Polling is good for low-latency but bad for CPU efficiency. On the other hand, interrupt is good for CPU efficiency and bad for
+ low-latency (but not that bad as I/O size increases). Note that network acceleration solutions like DPDK also excessively consume
+ CPU resources for polling. Using polling both for network and storage processing aggravates CPU consumption.
+ Since network is typically much faster and has a higher priority than storage, polling should be applied only to network processing.
+
+high-end NVMe SSD has enough powers to handle more works. Also, SSD lifespan is not a practical concern these days
+(there is enough program-erase cycle limit [#f1]_). On the other hand, for large I/O workloads, the host can afford process host-GC.
+Also, the host can garbage collect invalid objects more effectively when their size is large
+
+Observation
+-----------
+
+Two data types in Ceph
+
+* Data (object data)
+
+ - The cost of double write is high
+ - The best method to store this data is in-place update
+
+ - At least two operations required to store the data: 1) data and 2) location of
+ data. Nevertheless, a constant number of operations would be better than out-of-place
+ even if it aggravates WAF in SSDs
+
+* Metadata or small data (e.g., object_info_t, snapset, pg_log, and collection)
+
+ - Multiple small-sized metadata entries for an object
+ - The best solution to store this data is WAL + Using cache
+
+ - The efficient way to store metadata is to merge all metadata related to data
+ and store it though a single write operation even though it requires background
+ flush to update the data partition
+
+
+Design
+======
+.. ditaa::
+
+ +-WAL partition-|----------------------Data partition-------------------------------+
+ | Sharded partition |
+ +-----------------------------------------------------------------------------------+
+ | WAL -> | | Super block | Freelist info | Onode radix tree info| Data blocks |
+ +-----------------------------------------------------------------------------------+
+ | Sharded partition 2
+ +-----------------------------------------------------------------------------------+
+ | WAL -> | | Super block | Freelist info | Onode radix tree info| Data blocks |
+ +-----------------------------------------------------------------------------------+
+ | Sharded partition N
+ +-----------------------------------------------------------------------------------+
+ | WAL -> | | Super block | Freelist info | Onode radix tree info| Data blocks |
+ +-----------------------------------------------------------------------------------+
+ | Global information (in reverse order)
+ +-----------------------------------------------------------------------------------+
+ | Global WAL -> | | SB | Freelist | |
+ +-----------------------------------------------------------------------------------+
+
+
+* WAL
+
+ - Log, metadata and small data are stored in the WAL partition
+ - Space within the WAL partition is continually reused in a circular manner
+ - Flush data to trim WAL as necessary
+* Disk layout
+
+ - Data blocks are metadata blocks or data blocks
+ - Freelist manages the root of free space B+tree
+ - Super block contains management info for a data partition
+ - Onode radix tree info contains the root of onode radix tree
+
+
+I/O procedure
+-------------
+* Write
+
+ For incoming writes, data is handled differently depending on the request size;
+ data is either written twice (WAL) or written in a log-structured manner.
+
+ #. If Request Size ≤ Threshold (similar to minimum allocation size in BlueStore)
+
+ Write data and metadata to [WAL] —flush—> Write them to [Data section (in-place)] and
+ [Metadata section], respectively.
+
+ Since the CPU becomes the bottleneck for small I/O workloads, in-place update scheme is used.
+ Double write for small data may be better than host-GC overhead in terms of CPU consumption
+ in the long run
+ #. Else if Request Size > Threshold
+
+ Append data to [Data section (log-structure)] —> Write the corresponding metadata to [WAL]
+ —flush—> Write the metadata to [Metadata section]
+
+ For large I/O workloads, the host can afford process host-GC
+ Also, the host can garbage collect invalid objects more effectively when their size is large
+
+ Note that Threshold can be configured to a very large number so that only the scenario (1) occurs.
+ With this design, we can control the overall I/O procedure with the optimizations for crimson
+ as described above.
+
+ * Detailed flow
+
+ We make use of a NVMe write command which provides atomicity guarantees (Atomic Write Unit Power Fail)
+ For example, 512 Kbytes of data can be atomically written at once without fsync().
+
+ * stage 1
+
+ - if the data is small
+ WAL (written) --> | TxBegin A | Log Entry | TxEnd A |
+ Append a log entry that contains pg_log, snapset, object_infot_t and block allocation
+ using NVMe atomic write command on the WAL
+ - if the data is large
+ Data partition (written) --> | Data blocks |
+ * stage 2
+
+ - if the data is small
+ No need.
+ - if the data is large
+ Then, append the metadata to WAL.
+ WAL --> | TxBegin A | Log Entry | TxEnd A |
+
+* Read
+
+ - Use the cached object metadata to find out the data location
+ - If not cached, need to search WAL after checkpoint and Object meta partition to find the
+ latest meta data
+
+* Flush (WAL --> Data partition)
+
+ - Flush WAL entries that have been committed. There are two conditions
+ (1. the size of WAL is close to full, 2. a signal to flush).
+ We can mitigate the overhead of frequent flush via batching processing, but it leads to
+ delaying completion.
+
+
+Crash consistency
+------------------
+
+* Large case
+
+ #. Crash occurs right after writing Data blocks
+
+ - Data partition --> | Data blocks |
+ - We don't need to care this case. Data is not allocated yet. The blocks will be reused.
+ #. Crash occurs right after WAL
+
+ - Data partition --> | Data blocks |
+ - WAL --> | TxBegin A | Log Entry | TxEnd A |
+ - Write procedure is completed, so there is no data loss or inconsistent state
+
+* Small case
+
+ #. Crash occurs right after writing WAL
+
+ - WAL --> | TxBegin A | Log Entry| TxEnd A |
+ - All data has been written
+
+
+Comparison
+----------
+
+* Best case (pre-allocation)
+
+ - Only need writes on both WAL and Data partition without updating object metadata (for the location).
+* Worst case
+
+ - At least three writes are required additionally on WAL, object metadata, and data blocks.
+ - If the flush from WAL to the data partition occurs frequently, radix tree onode structure needs to be update
+ in many times. To minimize such overhead, we can make use of batch processing to minimize the update on the tree
+ (the data related to the object has a locality because it will have the same parent node, so updates can be minimized)
+
+* WAL needs to be flushed if the WAL is close to full or a signal to flush.
+
+ - The premise behind this design is OSD can manage the latest metadata as a single copy. So,
+ appended entries are not to be read
+* Either best of the worst case does not produce severe I/O amplification (it produce I/Os, but I/O rate is constant)
+ unlike LSM-tree DB (the proposed design is similar to LSM-tree which has only level-0)
+
+
+Detailed Design
+===============
+
+* Onode lookup
+
+ * Radix tree
+ Our design is entirely based on the prefix tree. Ceph already makes use of the characteristic of OID's prefix to split or search
+ the OID (e.g., pool id + hash + oid). So, the prefix tree fits well to store or search the object. Our scheme is designed
+ to lookup the prefix tree efficiently.
+
+ * Sharded partition
+ A few bits (leftmost bits of the hash) of the OID determine a sharded partition where the object is located.
+ For example, if the number of partitions is configured as four, The entire space of the hash in hobject_t
+ can be divided into four domains (0x0xxx ~ 0x3xxx, 0x4xxx ~ 0x7xxx, 0x8xxx ~ 0xBxxx and 0xCxxx ~ 0xFxxx).
+
+ * Ondisk onode
+
+ .. code-block:: c
+
+ struct onode {
+ extent_tree block_maps;
+ b+_tree omaps;
+ map xattrs;
+ }
+
+ onode contains the radix tree nodes for lookup, which means we can search for objects using tree node information in onode.
+ Also, if the data size is small, the onode can embed the data and xattrs.
+ The onode is fixed size (256 or 512 byte). On the other hands, omaps and block_maps are variable-length by using pointers in the onode.
+
+ .. ditaa::
+
+ +----------------+------------+--------+
+ | on\-disk onode | block_maps | omaps |
+ +----------+-----+------------+--------+
+ | ^ ^
+ | | |
+ +-----------+---------+
+
+
+ * Lookup
+ The location of the root of onode tree is specified on Onode radix tree info, so we can find out where the object
+ is located by using the root of prefix tree. For example, shared partition is determined by OID as described above.
+ Using the rest of the OID's bits and radix tree, lookup procedure find outs the location of the onode.
+ The extent tree (block_maps) contains where data chunks locate, so we finally figure out the data location.
+
+
+* Allocation
+
+ * Sharded partitions
+
+ The entire disk space is divided into several data chunks called sharded partition (SP).
+ Each SP has its own data structures to manage the partition.
+
+ * Data allocation
+
+ As we explained above, the management infos (e.g., super block, freelist info, onode radix tree info) are pre-allocated
+ in each shared partition. Given OID, we can map any data in Data block section to the extent tree in the onode.
+ Blocks can be allocated by searching the free space tracking data structure (we explain below).
+
+ ::
+
+ +-----------------------------------+
+ | onode radix tree root node block |
+ | (Per-SP Meta) |
+ | |
+ | # of records |
+ | left_sibling / right_sibling |
+ | +--------------------------------+|
+ | | keys[# of records] ||
+ | | +-----------------------------+||
+ | | | start onode ID |||
+ | | | ... |||
+ | | +-----------------------------+||
+ | +--------------------------------||
+ | +--------------------------------+|
+ | | ptrs[# of records] ||
+ | | +-----------------------------+||
+ | | | SP block number |||
+ | | | ... |||
+ | | +-----------------------------+||
+ | +--------------------------------+|
+ +-----------------------------------+
+
+ * Free space tracking
+ The freespace is tracked on a per-SP basis. We can use extent-based B+tree in XFS for free space tracking.
+ The freelist info contains the root of free space B+tree. Granularity is a data block in Data blocks partition.
+ The data block is the smallest and fixed size unit of data.
+
+ ::
+
+ +-----------------------------------+
+ | Free space B+tree root node block |
+ | (Per-SP Meta) |
+ | |
+ | # of records |
+ | left_sibling / right_sibling |
+ | +--------------------------------+|
+ | | keys[# of records] ||
+ | | +-----------------------------+||
+ | | | startblock / blockcount |||
+ | | | ... |||
+ | | +-----------------------------+||
+ | +--------------------------------||
+ | +--------------------------------+|
+ | | ptrs[# of records] ||
+ | | +-----------------------------+||
+ | | | SP block number |||
+ | | | ... |||
+ | | +-----------------------------+||
+ | +--------------------------------+|
+ +-----------------------------------+
+
+* Omap and xattr
+ In this design, omap and xattr data is tracked by b+tree in onode. The onode only has the root node of b+tree.
+ The root node contains entries which indicate where the key onode exists.
+ So, if we know the onode, omap can be found via omap b+tree.
+
+* Fragmentation
+
+ - Internal fragmentation
+
+ We pack different types of data/metadata in a single block as many as possible to reduce internal fragmentation.
+ Extent-based B+tree may help reduce this further by allocating contiguous blocks that best fit for the object
+
+ - External fragmentation
+
+ Frequent object create/delete may lead to external fragmentation
+ In this case, we need cleaning work (GC-like) to address this.
+ For this, we are referring the NetApp’s Continuous Segment Cleaning, which seems similar to the SeaStore’s approach
+ Countering Fragmentation in an Enterprise Storage System (NetApp, ACM TOS, 2020)
+
+.. ditaa::
+
+
+ +---------------+-------------------+-------------+
+ | Freelist info | Onode radix tree | Data blocks +-------+
+ +---------------+---------+---------+-+-----------+ |
+ | | |
+ +--------------------+ | |
+ | | |
+ | OID | |
+ | | |
+ +---+---+ | |
+ | Root | | |
+ +---+---+ | |
+ | | |
+ v | |
+ /-----------------------------\ | |
+ | Radix tree | | v
+ +---------+---------+---------+ | /---------------\
+ | onode | ... | ... | | | Num Chunk |
+ +---------+---------+---------+ | | |
+ +--+ onode | ... | ... | | | <Offset, len> |
+ | +---------+---------+---------+ | | <Offset, len> +-------+
+ | | | ... | |
+ | | +---------------+ |
+ | | ^ |
+ | | | |
+ | | | |
+ | | | |
+ | /---------------\ /-------------\ | | v
+ +->| onode | | onode |<---+ | /------------+------------\
+ +---------------+ +-------------+ | | Block0 | Block1 |
+ | OID | | OID | | +------------+------------+
+ | Omaps | | Omaps | | | Data | Data |
+ | Data Extent | | Data Extent +-----------+ +------------+------------+
+ +---------------+ +-------------+
+
+WAL
+---
+Each SP has a WAL.
+The data written to the WAL are metadata updates, free space update and small data.
+Note that only data smaller than the predefined threshold needs to be written to the WAL.
+The larger data is written to the unallocated free space and its onode's extent_tree is updated accordingly
+(also on-disk extent tree). We statically allocate WAL partition aside from data partition pre-configured.
+
+
+Partition and Reactor thread
+----------------------------
+In early stage development, PoseidonStore will employ static allocation of partition. The number of sharded partitions
+is fixed and the size of each partition also should be configured before running cluster.
+But, the number of partitions can grow as below. We leave this as a future work.
+Also, each reactor thread has a static set of SPs.
+
+.. ditaa::
+
+ +------+------+-------------+------------------+
+ | SP 1 | SP N | --> <-- | global partition |
+ +------+------+-------------+------------------+
+
+
+
+Cache
+-----
+There are mainly two cache data structures; onode cache and block cache.
+It looks like below.
+
+#. Onode cache:
+ lru_map <OID, OnodeRef>;
+#. Block cache (data and omap):
+ Data cache --> lru_map <paddr, value>
+
+To fill the onode data structure, the target onode needs to be retrieved using the prefix tree.
+Block cache is used for caching a block contents. For a transaction, all the updates to blocks
+(including object meta block, data block) are first performed in the in-memory block cache.
+After writing a transaction to the WAL, the dirty blocks are flushed to their respective locations in the
+respective partitions.
+PoseidonStore can configure cache size for each type. Simple LRU cache eviction strategy can be used for both.
+
+
+Sharded partitions (with cross-SP transaction)
+----------------------------------------------
+The entire disk space is divided into a number of chunks called sharded partitions (SP).
+The prefixes of the parent collection ID (original collection ID before collection splitting. That is, hobject.hash)
+is used to map any collections to SPs.
+We can use BlueStore's approach for collection splitting, changing the number of significant bits for the collection prefixes.
+Because the prefixes of the parent collection ID do not change even after collection splitting, the mapping between
+the collection and SP are maintained.
+The number of SPs may be configured to match the number of CPUs allocated for each disk so that each SP can hold
+a number of objects large enough for cross-SP transaction not to occur.
+
+In case of need of cross-SP transaction, we could use the global WAL. The coordinator thread (mainly manages global partition) handles
+cross-SP transaction via acquire the source SP and target SP locks before processing the cross-SP transaction.
+Source and target probably are blocked.
+
+For the load unbalanced situation,
+Poseidonstore can create partitions to make full use of entire space efficiently and provide load balaning.
+
+
+CoW/Clone
+---------
+As for CoW/Clone, a clone has its own onode like other normal objects.
+
+Although each clone has its own onode, data blocks should be shared between the original object and clones
+if there are no changes on them to minimize the space overhead.
+To do so, the reference count for the data blocks is needed to manage those shared data blocks.
+
+To deal with the data blocks which has the reference count, poseidon store makes use of shared_blob
+which maintains the referenced data block.
+
+As shown the figure as below,
+the shared_blob tracks the data blocks shared between other onodes by using a reference count.
+The shared_blobs are managed by shared_blob_list in the superblock.
+
+
+.. ditaa::
+
+
+ /----------\ /----------\
+ | Object A | | Object B |
+ +----------+ +----------+
+ | Extent | | Extent |
+ +---+--+---+ +--+----+--+
+ | | | |
+ | | +----------+ |
+ | | | |
+ | +---------------+ |
+ | | | |
+ v v v v
+ +---------------+---------------+
+ | Data block 1 | Data block 2 |
+ +-------+-------+------+--------+
+ | |
+ v v
+ /---------------+---------------\
+ | shared_blob 1 | shared_blob 2 |
+ +---------------+---------------+ shared_blob_list
+ | refcount | refcount |
+ +---------------+---------------+
+
+Plans
+=====
+
+All PRs should contain unit tests to verify its minimal functionality.
+
+* WAL and block cache implementation
+
+ As a first step, we are going to build the WAL including the I/O procedure to read/write the WAL.
+ With WAL development, the block cache needs to be developed together.
+ Besides, we are going to add an I/O library to read/write from/to the NVMe storage to
+ utilize NVMe feature and the asynchronous interface.
+
+* Radix tree and onode
+
+ First, submit a PR against this file with a more detailed on disk layout and lookup strategy for the onode radix tree.
+ Follow up with implementation based on the above design once design PR is merged.
+ The second PR will be the implementation regarding radix tree which is the key structure to look up
+ objects.
+
+* Extent tree
+
+ This PR is the extent tree to manage data blocks in the onode. We build the extent tree, and
+ demonstrate how it works when looking up the object.
+
+* B+tree for omap
+
+ We will put together a simple key/value interface for omap. This probably will be a separate PR.
+
+* CoW/Clone
+
+ To support CoW/Clone, shared_blob and shared_blob_list will be added.
+
+* Integration to Crimson as to I/O interfaces
+
+ At this stage, interfaces for interacting with Crimson such as queue_transaction(), read(), clone_range(), etc.
+ should work right.
+
+* Configuration
+
+ We will define Poseidon store configuration in detail.
+
+* Stress test environment and integration to teuthology
+
+ We will add stress tests and teuthology suites.
+
+.. rubric:: Footnotes
+
+.. [#f1] Stathis Maneas, Kaveh Mahdaviani, Tim Emami, Bianca Schroeder: A Study of SSD Reliability in Large Scale Enterprise Storage Deployments. FAST 2020: 137-149